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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,059 | $35,183-60.0% | $73,550-80.9% | $70,126-80.0% |
| Participation rate | 62.5% | 42.9%+19.6pp | 54.9%+7.6pp | 69.5%-7.0pp |
| Annual return | 18.71% | 26.90%-8.2pp | -15.16%+33.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,379 | $709+94.5% | $1,219+13.1% | $2,343-41.1% |
| Participant deferral / active EE | $1,932 | $1,220+58.4% | $1,804+7.1% | $3,332-42.0% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |